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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,836 | $73,459-22.6% | $178,528-68.2% | $74,429-23.6% |
| Participation rate | 95.1% | 66.5%+28.6pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 12.72% | 17.50%-4.8pp | 27.11%-14.4pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $2,336 | $2,219+5.3% | $3,950-40.9% | $2,625-11.0% |
| Participant deferral / active EE | $4,607 | $4,515+2.1% | $6,278-26.6% | $4,348+6.0% |
| Admin fee / account holder | $2,122 | $1,812+17.1% | $10,419-79.6% | $1,944+9.1% |